Create Proposals and Quotes in Pipedrive with Extraflow

Extraflow is designed to simplify the quoting, proposal, and estimation processes, allowing you to create professional documents directly within the Pipedrive environment.
10 Documents/mo FREE
No Credit Card Required
Multi-language support
Unlimited Users
Starting at $99/month
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Why Extraflow is the Best Companion for Your Pipedrive Workflow

Extraflow offers a range of features that make it the perfect partner for Pipedrive users. Whether you're looking for faster document creation, seamless data syncing, or advanced customization, Extraflow enhances your workflow from start to finish.

One-Click Document Creation: Fast and Efficient

With Extraflow’s Pipedrive integration, you can generate professional documents in just a few clicks. Whether you're creating a quote, proposal, or estimate, Extraflow makes the process straightforward and intuitive.
  • Generate documents directly from Pipedrive
  • Auto-populate client, deal, and pricing data
  • Edit, customize, and adjust content instantly

Instantly Create Proposals, Quotes, and Estimates from Pipedrive

Create Documents with One Click

With Extraflow, generating key documents like proposals, quotes, and estimates takes just one click within Pipedrive. This means you no longer have to switch between platforms or manually input deal information—Extraflow pulls everything directly from Pipedrive.
  1. Single-click functionality: Select a deal in Pipedrive, and choose between creating a proposal, quote, or estimate.
  2. Automated data population: All relevant client and deal details are automatically added to the document, reducing errors and manual work.‍
  3. Customization on the go: Make quick adjustments or customizations before finalizing your document.
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Features

Create Multiple Documents in One Deal

Easily handle multiple estimates, quotes, and proposals within a single deal, keeping all your documents organized and accessible.
Features

Multi-Tiered Pricing Options with “Good, Better, Best” Models

To give your clients more choices and increase your chances of closing deals, Extraflow allows you to offer multiple pricing options within the same document.

Whether it’s offering a basic, mid-range, and premium package (the "Good, Better, Best" model) or giving clients different material or service options, Extraflow makes it easy to add all these into one proposal.
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Automatically Populate Data from Pipedrive Deals

Save Time with Auto-Populate Feature

One of the standout features of Extraflow’s integration with Pipedrive is the ability to auto-populate data directly from your deals. This means that all critical information—such as client details, deal names, and product line items—automatically transfers to your quotes, proposals, and estimates, without the need for manual input.
  1. Seamless Integration: Pull in deal information from Pipedrive, including client name, organization, deal title, and contact information.
  2. Reduce Errors: By eliminating manual data entry, you ensure greater accuracy in your documents.‍
  3. Real-Time Updates: Any changes made to the deal in Pipedrive are reflected in the document, keeping everything synchronized and up-to-date.
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Features

Autofill Proposals, quotes, and estimates with data from deals

Automatically populate estimates, quotes, and proposals with client data and deal information from Pipedrive. Spend less time on data entry and more time closing deals.

Product Catalog Integration for Streamlined Line Items

Efficient Product Catalog Integration

Extraflow offers a Product Catalog Integration, allowing you to easily pull in product details directly into your quotes and proposals. With just a few clicks, you can add specific products, services, or materials to your documents, complete with pricing, quantities, and custom descriptions.
  1. Product Codes: Easily search for products in your catalog by product code or name.
  2. Detailed Descriptions: Add predefined descriptions for each product, ensuring consistency across all documents.‍
  3. Pricing and Discounts: Automatically populate pricing, apply discounts, and add taxes directly from the product catalog.
  4. Images for Line Items: Easily add images to each product or service in your catalog, providing clients with a clear visual representation of what they’re purchasing. This helps enhance understanding and adds professionalism to your quotes and proposals.
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Features

Use your products catalog from Pipedrive right in the Extraflow

Effortlessly access your entire product catalog from Pipedrive directly within Extraflow. Add line items to your estimates, quotes, and proposals without switching between platforms.

Flexible Template Management for Proposals and Quotes

Edit and Save Templates for Every Type of Document

Templates are an essential feature of Extraflow, allowing you to standardize documents across projects while still maintaining flexibility for specific client needs. Whether you’re sending a quote, proposal, or estimate, you can customize and save templates to use for future deals.
  1. Customization options: Modify each template to fit your client’s requirements by adding or removing blocks, adjusting text, or changing the pricing structure.
  2. Save templates: Save your customized templates for future use, ensuring consistency across similar projects and clients.‍
  3. Visual Clarity: Include line item images for better presentation and client understanding.
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Features

Create your own templates
for all kind of deals

Design and utilize personalized templates for estimates, quotes, and proposals tailored to any type of deal. Ensure consistency and professionalism in all your client communications.
Features

Use templates in 1 click

Instantly apply pre-designed templates to your quotes, proposals, or estimates with a single click, saving time and ensuring consistency across all your documents.
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Detailed Line Item Customization

Flexible Line Item Management

With Extraflow, you can create detailed line items that include descriptions, images, prices, discounts, and taxes. Each line item is fully customizable, allowing you to provide as much or as little information as necessary for your client to make an informed decision.
  1. Custom Descriptions: Provide detailed descriptions of each product or service, including materials, sizes, and specifications.
  2. Pricing Flexibility: Set individual prices for each line item and apply discounts either by percentage or fixed amounts.‍
  3. Visual Clarity: Include line item images for better presentation and client understanding.
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Advanced Document Customization with Blocks

Modular Proposal Design with Content Blocks

Extraflow uses a block-based editor that allows you to build proposals and other documents section by section. Each block can be customized with text, images, or pricing information, offering full flexibility over how your proposal is structured.
  1. Customization options: Modify each template to fit your client’s requirements by adding or removing blocks, adjusting text, or changing the pricing structure.
  2. Save templates: Save your customized templates for future use, ensuring consistency across similar projects and clients.‍
  3. Visual Clarity: Include line item images for better presentation and client understanding.
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Features

Cover Image Block / Full size A4 Images

The Cover Image block provides an elegant full-page image feature, ideal for showcasing project visuals, brand imagery, or other visuals that help communicate your message at first glance.
Features

Calculations Block

The Calculations block automatically summarizes all pricing information, taxes, discounts, and totals, providing clients with a clear financial breakdown of the project. This block is essential for offering transparency and ensuring clients understand the full cost structure, including line item prices, tax percentages, and total costs.
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Features

Rich Text Block / Terms & Conditions

Utilize a rich text block where you can input all necessary project details, specific terms, or other important information for the client to review. This block offers full formatting options to ensure clarity and professionalism.
Features

Images Block

Use the Images block to insert multiple images that visually support your proposal. Whether it’s past projects, product visuals, or design elements, you can display up to three images per block. This feature ensures that your clients have a clear, visual understanding of the proposal's scope.
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See How Professional and Polished Your Proposals and Quotes Can Be

With Extraflow, you can create stunning, customized proposals and quotes that reflect your brand and professionalism. Impress your clients with beautifully structured, clear, and well-designed documents that set you apart from the competition.
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Advanced Tax Settings for Accurate Quoting

Multiple Tax Options for Comprehensive Calculation

Extraflow offers advanced tax settings that allow you to apply various tax rates to individual line items or the entire document. This ensures that your quotes and proposals meet local tax regulations and provide clients with a clear breakdown of the total cost.
  1. Detailed Tax Breakdown: See a complete breakdown of all taxes applied to your line items, ensuring transparency for your clients.
  2. Total Calculation: Automatically calculate the subtotal, taxes, and grand total for each document, reducing manual work.‍
  3. Options for Clients: Offer clients different pricing or tax options based on their preferences, while keeping the totals clear.
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Features

Customizable Tax Profiles

Define default tax rates for your business and apply them automatically to all documents.
Features

Multiple Tax Options

Add multiple tax rates (e.g., sales tax, custom tax) to different line items, depending on your client’s location or project type.
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Effortless PDF Export / sharing for Professional Documentation

Save Time with Auto-Populate Feature

With Extraflow, exporting your quotes, proposals, and estimates into PDF format is simple and efficient. This feature ensures that all your documents are professional, standardized, and ready to be shared with clients, stakeholders, or internal teams.
  1. One-Click Export: Easily export any document from Extraflow into a PDF with just one click.
  2. Maintain Branding: Your exported PDFs automatically include your company logo and all branding elements, ensuring consistency across all client-facing documents.‍
  3. Share and Download: After exporting, you can quickly download the PDF for local storage or share it directly with clients through a link, all without leaving Pipedrive.
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Features

Multi-Language Document Support

Easily generate quotes, proposals, and estimates in multiple languages to serve a global audience.

Supported languages: English, Español, Français, Deutsch, Italiano, Nederlands, Português, Norsk, Dansk, Svenska, Ελληνικά, Íslenska, Shqip, Српски, Hrvatski, Slovenščina, Македонски, Latviešu, Lietuvių, Eesti, Malti, Bosanski, Gaeilge, Polski, Română, Čeština, Magyar, Български, Suomi, Русский, Українська, Tiếng Việt, 한국어, 日本語.

While the document editor interface is in English, your final documents can be customized and delivered in any of these languages, ensuring seamless communication with your clients.
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Features

Instant PDF Link Sharing and Export

Export documents as professional PDFs and share them via a link directly from Extraflow, ensuring quick and seamless delivery to clients without the need for email attachments.
Features

Professional branding

Insert your company logo at the top of every document for consistent, branded proposals. Seamlessly add your logo via the settings panel in Extraflow, ensuring every document looks polished and official.
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FREE PLAN: 10 Documents per month / free

Save Time with Auto-Populate Feature

To help you experience the full power of Extraflow, we offer the ability to create and export 10 documents per month completely free. This gives you the opportunity to explore the platform’s features and see how it can streamline your quoting, proposal, and estimation processes without any upfront cost.
  1. No Commitment: Enjoy 10 free documents per month with no obligations, allowing you to test all of Extraflow’s key functionalities within the Pipedrive environment.
  2. Full Access: Use all features, from custom templates to product catalog integration, auto-populated data, and PDF exports, as you prepare your quotes, proposals, and estimates.‍
  3. Upgrade Anytime: You can continue to use Extraflow with a FREE subscription plan as long as you business need it.
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Frequently Asked Questions

Everything you need to know about the product.
Can I prepare multiple estimates from a single deal in Pipedrive using Extraflow?
Yes, you can create multiple estimates for a single deal within Pipedrive using Extraflow. Each estimate can be customized based on different scenarios or client preferences.
Is it possible to prepare multiple quotes for a single deal in Pipedrive with Extraflow?
Absolutely. Extraflow allows you to generate multiple quotes from a single deal, giving you the flexibility to offer different pricing options or configurations.
Can I prepare multiple proposals for a single deal using Extraflow in Pipedrive?
Yes, Extraflow enables you to create multiple proposals from a single deal, allowing you to tailor your offerings and present various solutions to your clients.
Can I use different titles and product descriptions in Extraflow quotes?
Yes, Extraflow allows you to customize titles and product descriptions in your quotes, enabling you to provide detailed and accurate information that matches your clients' needs.
Can I add taxes to individual line items in Extraflow?
Yes, you can add taxes to individual line items in Extraflow, ensuring accurate and compliant pricing in your estimates and quotes.
Is it possible to add images to line items in Extraflow?
Yes, you can enhance your quotes and proposals by adding images to line items in Extraflow, making it easier for clients to visualize the products or services you're offering.
Can I prepare different options using different "Estimation" blocks in Extraflow?
Yes, Extraflow allows you to create different options within a single quote or proposal by using various estimation blocks, providing your clients with flexible choices.
Can I customize the layout and format of my estimates, quotes, and proposals in Extraflow?
Yes, Extraflow offers customizable templates and formatting options, allowing you to align your documents with your brand and client expectations.
Does Extraflow support integration with Pipedrive for real-time updates?
Yes, Extraflow seamlessly integrates with Pipedrive, providing real-time updates and synchronization between your estimates, quotes, and deals.

Still have questions?

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